# Solutions for Private Equity

## Connected PE fund management

Meet the software suite that gives PE fund CFOs unprecedented visibility, precision and control.

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Key benefits

01

### Centralise your PortCos

Save time chasing data and manage ownership, valuations and cap tables from one dashboard, giving you full visibility into your portfolio.

- Streamline equity management across entities
  Vesting schedules, hurdles, liquidity events

- Access data from a single hub
  Cap tables, waterfalls, tax reporting

- View aggregated PortCo performance clearly
  On-demand metrics, insights, reporting

02

### Model any scenario with precision

Automate cap table creation and data collection with AI doc extraction. Model exits, valuations or dividends on demand with accurate and auditable results.

- Automate complex operating agreements
  Waterfalls, distributions, real-time cap table

- Audit every calculation in your waterfall
  Verify every breakpoint, allocation and hurdle

- Simplify quarterly valuations
  Auditor ready multiples and rationale by AI

03

### Streamline your fund operations

Optimise how you run your fund or SPV. Access real-time metrics, deliver timely investor tax reports and strengthen LP relationships, all from a single ledger.

- Manage your fund with ease and control
  Real time metrics, expert support, KYC checks

- Boost investor confidence with the LP portal
  Fulfill capital calls, pre-fill subdocs with AI

- Experience a smoother tax season
  Year-end filings, tax reports, compliance

## Bring all your PortCos into focus

See how one dashboard keeps your team aligned on every investment.

## Every tool in one place. That’s the new standard.

Meet the connected suite that powers your entire portfolio.

### Cap Table Management

Manage PortCo equity plans, add stakeholders, track MIPs, set hurdles.

## Designed for every seat at the table

Empower your team to keep your fund rolling, no matter the role.

### For CFOs

Connect fund operations and PortCo workflows to ensure full visibility, control and strategic collaboration.

### For Deal Teams

Access up-to-date cap tables, model exits and simplify reporting to save time and reduce errors.

### For Associates

Leave the spreadsheets behind. Focus on deals, not data cleanup - with automation and real-time updates.

## Trusted with $3.2T Assets on Platform

- Andrew DeYoung, Managing Director, Kayne Anderson - We already had some portfolio companies on Carta...  
- Pedro Diaz De Leon, Director, Sikich - With Carta, we can maintain a book of record that reflects the complexity of our structure...  
- Eduardo Zaldivar, Co-founder and managing partner, Mosaic ETA - It’s great to have our back office in one place and know our firm’s information is centrally housed...

## FAQs

### Where can I interact with the Private Equity product suite?
### Can I manage ownership across multiple entities?
### What types of securities can be managed on Carta?
### What can investors see from the LP Portal?
### How does Carta support KYC and AML compliance for my fund?

## Welcome to the new standard

From full visibility into PortCo performance to verifiable waterfalls, meet integrated fund software with standards as high as yours.